Customer Profiles can be used in conjunction with Key Account Plans to strategize and report on revenue opportunities with senior management. Additionally, these tools can be further leveraged to internally communicate target customers for training purposes. The equivalent of this tool for external uses is a Case Study. Use Demand Metric's Customer Profile Template to more effectively manage sales opportunities by providing a simple reporting tool for senior sales management.
CRM projects are notorious for failing for a variety of reasons in mid-sized enterprises. Although there have been considerable CRM product developments, including the rapid growth of solid hosted solutions, there is still a need for a foundation built on mature processes, alignment with goals, and senior level buy-in. Use Demand Metric's downloadable CRM Readiness Assessment to gauge how ready your organization is to tackle this initiative.
Maintaining prices and retaining customers in competitive markets depends heavily on your ability to effectively service your accounts. Proactive organizations work with customers to identify their strengths and weaknesses to better serve their market. Use Demand Metric's very concise Customer Satisfaction Survey to benchmark current satisfaction levels, and improve these metrics over time.
Many mid-sized organizations are in the process of implementing a CRM system, but few have a really solid understanding of how to best approach the project. Use this research note to understand the benefits that CRM consultants can deliver. Additionally, use our CRM Consulting Services RFP Template to compare vendors in a systematic, business-requirement-driven, fashion.
Until recently, Customer Relationship Management (CRM) software had the unenviable reputation for being difficult to implement in many mid-sized enterprises. Reasons for project failure included high start-up & maintenance costs, I/T resource requirements, lack of user adoption, and large changes to existing business processes.
Having a data steward, report builder, user-training expert, and system administrator is essential for CRM success. Use Demand Metric's downloadable CRM Administrator job description to formalize the role of CRM application support.
All organizations claim to have "core competencies" but few actually benchmark their capabilities to track and measure improvements over time. Take the time to evaluate your business from a high-level, and commit to continuous improvement. Use Demand Metric's Core Competencies Assessment to set a baseline for your organization, and work to improve your score before your next self-assessment.
Employee Satisfaction Survey - Use this survey to get a feel for how satisfied your internal employees are with your workplace.
Event Planning Checklist – The purpose of this tool is to provide a checklist to organize event planning activities before, during, and after the event.
Events Manager Job Description – Use this template to create an Events Manager Job Description.
